Add Note

To add a note to a record:

1. In the Related Information section, click [New Note]
2. Enter the following information:

   Title

   Descriptive title for the note

   Description

   Enter the text of the note

3. Optionally, choose a Visibility option
   • Default is Visible to Everyone
4. Click [Save]

• The note Title, Note Owner, and the current date appear in the Notes and Attachments section of that record